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NewEdge Advisors, LLC: BUFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on BUFD, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 412,978 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 412,978 shares
    Change vs previous 13F +18,797 shares

    0.04% of the 13F portfolio, value $12,273,701.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 394,181 shares
    Change vs previous 13F +14,038 shares

    0.04% of the 13F portfolio, value $11,037,064.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 380,143 shares
    Change vs previous 13F +14,216 shares

    0.04% of the 13F portfolio, value $10,735,234.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 365,927 shares
    Change vs previous 13F -74,054 shares

    0.05% of the 13F portfolio, value $10,114,220.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 439,981 shares
    Change vs previous 13F -37,718 shares

    0.06% of the 13F portfolio, value $11,685,891.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 477,699 shares
    Change vs previous 13F -182,901 shares

    0.07% of the 13F portfolio, value $11,918,585.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 660,600 shares
    Change vs previous 13F +63,915 shares

    0.1% of the 13F portfolio, value $16,858,506.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 596,685 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $14,940,988.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).